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Quantfolio logo — Digital platform for investment advisory

Quantfolio

Digital platform for investment advisory

Founded 2015 Norway Norway 21 employees Series Unknown Financial Services, Fintech +1

General Information

Company Name Quantfolio
Founded Year 2015
Location Norway Norway +1
Employees 21
Industries Financial Services, Fintech, Machine Learning
Funding Stage Series Unknown
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About Quantfolio

Quantfolio is a wealth-tech company based in Norway that has been operating since 2015. The company's slogan, "Digital platform for investment advisory," succinctly captures its core focus. Quantfolio serves major banks and financial institutions in the Nordics, offering a digital platform for wealth and pension advisory. This platform aids Nordic banks and financial institutions in efficiently serving clients while complying with increasingly stringent regulatory requirements. Quantfolio's comprehensive digital platform supports various aspects of the advisory process. This includes customer onboarding, risk classification, mapping of financial situation, experience, knowledge, and sustainability preferences, as well as the generation of client proposals. The company operates within the Financial Services, Fintech, and Machine Learning industries. In terms of funding, Quantfolio secured a Venture Round investment on 01 January 2018 from Farvatn Venture. With a strong focus on leveraging technology to revolutionize the wealth and pension advisory landscape, Quantfolio has positioned itself as a key player in the digital transformation of financial services within the Nordic region.

Taxonomy: investment advisory, wealth-tech, financial institutions, Nordics, suitability assessments, investment products, digital platform, investment management, risk assessment, regulatory compliance

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Venture Round •••••• 1
Investor
01 Jan 2018
Funding Round •••••• 1 •••• •••• 23 Mar 2017

Quantfolio Alternatives & Competitors

Quantfolio vs
iFAST Financial (Singapore)
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FAQ About Quantfolio

Digital platform for investment advisory
Quantfolio was founded in 2015.
Quantfolio is headquartered in Norway.
Quantfolio operates in the following industries: Financial Services, Fintech, Machine Learning.
Quantfolio has approximately 21 employees.
Quantfolio has completed 2 funding rounds. The latest funding stage is Series Unknown.
Top alternatives and competitors to Quantfolio include iFAST Financial (Singapore), WeInvest - Digital Wealth Platform, BearBull Global Investments Group (DIFC), Capital Vision, MB Schoen & Associates, Inc.. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Quantfolio and iFAST Financial (Singapore) are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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